Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.
Metropolitan operates in South Africa, but the brand is also present in 12 African countries including Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.
Role Purpose
Manage and motivate a team of Financial Advisors to deliver an excellent client experience and support the achievement of Metropolitan Channel sales targets.
Requirements
Qualifications
Matric or equivalent NQF Level 4 qualification
FAIS Representative Regulatory Exam Level 5 passed
120 credit FAIS recognised qualification
Experience
3-5 years' working experience in the insurance industry environment
A Minimum of 2 years managerial experience in overseeing the rendering of financial advice to fulfil the duties of a compliant key individual and be registered with the FSP
FAIS Tier 1 & 2 financial products (Long term insurance products, Pension benefit products and Collective investment scheme products)
Class of Business 3 and 7 (Preferable)
Skills and Knowledge
Relationship building
Networking
Good communication
Computer Literacy
Financial services industry (relevant legislation, product and process knowledge, Class of Business knowledge)
People Management
Other requirements
Driver's license and own vehicle
Duties & Responsibilities
INTERNAL PROCESS
Managing a team of Financial Advisors
Develop plans to achieve sales targets in line with client centric practices.
Manage the adherence to operational processes, policies, and legislative requirements.
Develop action plans and initiatives to drive sales, motivate team and improve performance.
Communicate and implement approved team targets within area of responsibility.
Implement action plans to achieve sales targets and business goals.
Effectively manage all day-to-day team activities and escalations.
Collaborate with Quality Assurance and Performance Coaches to guide and coach team to increase productivity, compliance, and quality of calls.
Regularly assess team members' performance against targets and implement actions to increase performance.
Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
Maintain effective and efficient record keeping on the relevant system.
Conduct regular engagement with team members to cascade information and team objectives.
Cultivate and manage working relationships with a variety of stakeholders.
Analyse, identify trends and report on team performance and productivity.
Implement effective staffing and scheduling models for guaranteed coverage at the lowest possible costs.
Implement measures to address non-performance within the team.
Identify operational efficiencies and make recommendations for improvement.
Competencies
Business Acumen
Client/ Stakeholder Commitment
Drive for Results
Leads Change and Innovation
Motivating and Inspiring Team
Impact and Influence
Collaboration
Self-Awareness and Insight
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